Field services and work orders workspace guide

What the Services workspace covers

Manage service requests, work orders, customer assets, technicians, schedules, parts, reports and after-sales relationships.

The workspace brings together customers and installed assets, service requests and triage, work orders and checklists, technician scheduling and territories, parts, materials and expenses, quotes, invoices and service reports, maintenance plans and follow-up. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage customers and installed assets, service requests and triage, work orders and checklists, technician scheduling and territories, parts, materials and expenses, quotes, invoices and service reports, maintenance plans and follow-up. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Capture the service request, identify the customer asset, schedule the right technician, complete the work order and checklist, record parts and expenses, and issue the service report and invoice.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.